What happened with JAKK today?
No read yet
Uses news and trading volume to explain the day’s move and how it relates to the market.
Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.
Toys and children’s consumer products generate most of JAKKS Pacific’s revenue. Its smaller Disguise business sells costumes and accessories for Halloween and other dress-up occasions. The company develops the products and hires independent manufacturers, primarily in China, to make them. Retailers and wholesalers buy the finished goods; Target and Walmart together account for most of its sales. It also sells through online retailers, including Amazon.
Products using licensed brands account for nearly all sales, and a limited number of licensors supply a significant share of the business. JAKKS Pacific pays royalties for those rights, often with minimum payments even when product sales are weak. Licensors generally approve designs before sale and can restrict where products are sold and how long inventory may be sold after a license expires. The business therefore depends on retaining relevant licenses and on consumer demand for the brands behind its products.
Retail demand peaks ahead of the year-end holidays, while JAKKS Pacific ships much of its merchandise earlier so customers have time to import it. Disguise depends especially on Halloween. This timing makes demand forecasting and timely production important. Products must also meet consumer-product safety laws; U.S. regulators can require hazardous products to be recalled, repaired or replaced.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Beyond this list, JAKKS Pacific also depends heavily on Target’s orders, demand for Nintendo and Sega merchandise, and the cost of sourcing toys and costumes from China.
Mattel competes with JAKKS Pacific for retail sales of dolls, toy vehicles, action figures and other children’s toys, putting pressure on shelf space and margins. Mattel’s sales in those overlapping categories are worth watching for signs of the competition JAKKS faces.
Hasbro competes with JAKKS Pacific to sell toys to retailers and secure brand licenses and shelf space. Watch Hasbro’s Consumer Products business, including BEYBLADE and TRANSFORMERS, rather than treating growth in its substantial gaming businesses as a signal for JAKKS toys.
Funko and JAKKS Pacific compete to sell licensed figures and plush, and both need entertainment characters to attract merchandise buyers. Funko’s sales of products based on enduring franchises offer a read on that demand; these properties accounted for about 69% of its 2025 sales.
JAKKS Pacific relies on Disney’s permission to use its characters in toys, so Disney’s film-release slate matters to JAKKS’ merchandise sales. Watch The Walt Disney Company’s theatrical releases: limited releases contributed to lower JAKKS Disney Princess and Style Collection sales in 2025.
Walmart buys JAKKS Pacific’s products to resell to shoppers, and Walmart and its subsidiaries accounted for 26.1% of JAKKS’ 2025 net sales. Its ordering and inventory decisions matter directly to JAKKS; watch for reduced orders or demands for lower prices, since JAKKS has no customer commitments beyond outstanding product purchase orders.
Hasbro, Inc. earningsHAS
Hasbro’s Consumer Products report will show how retailers are responding to its toys and how much pressure it adds to JAKKS Pacific’s fight for shelf space and licenses.
Focus on Hasbro’s Consumer Products business, including toys such as BEYBLADE and TRANSFORMERS, rather than treating growth in its gaming business as a signal about toy demand. Stronger results in those toys would suggest retailers are making room for competing brands, adding pressure to JAKKS Pacific’s shelf and licensing competition; weaker results could ease that pressure, but would not prove JAKKS demand is improving. The report helps show whether this rival’s toy business is intensifying or easing JAKKS Pacific’s competition.
Jakks Pacific Inc earningsThis company
JAKKS Pacific’s report will show whether retailer orders for its toys and costumes are supporting sales and profit.
Read Toys/Consumer Products and Costumes sales alongside gross margin. Stronger sales in both businesses with a firmer margin would show that orders are growing without licensing and product costs taking too much of each sale; weaker sales or a thinner margin would point to soft demand or continuing cost pressure. Together, those figures show whether customer orders are supporting JAKKS Pacific’s businesses and covering their costs.
Funko, Inc. earningsFNKO
Funko’s report will show whether buyers still want merchandise based on enduring entertainment franchises, a demand signal for JAKKS Pacific’s licensed toys and plush.
Look for whether Funko’s sales of products based on enduring franchises hold up, alongside its overall sales. Resilient sales would suggest buyers still want merchandise featuring familiar characters, a supportive demand backdrop for JAKKS Pacific’s licensed toys and plush; weaker sales would signal more risk that character-based products are attracting fewer buyers. The report helps gauge demand for franchise merchandise, not JAKKS Pacific’s own sales.
The Walt Disney Company earningsDIS
Disney’s report will show whether its theatrical releases are drawing audiences and attention to characters that JAKKS Pacific turns into licensed toys.
Read Disney’s comments and results for theatrical releases alongside any indication of audience response to the characters. Strong releases and rising character attention could give JAKKS Pacific’s Disney-licensed toys more sales support; weak results or limited releases would leave those toys relying more on the appeal of existing characters. The report shows whether Disney’s theatrical content may be supporting demand for JAKKS Pacific’s licensed products, not how JAKKS itself sold.
Retail Sales MoM (Oct)
Retail sales track how much consumers spend in stores and online; stronger demand for JAKKS Pacific’s toys and Disguise costumes can support retailer orders and JAKKS sales, while weaker demand can reduce orders.
Stronger retail sales suggest firmer consumer demand that may support JAKKS orders and sales; weaker sales suggest retailers may order less. Because JAKKS ships seasonally for the holiday selling period, the timing of demand matters as well as its strength.
Walmart Inc. earningsWMT
Walmart’s report will show whether this major retailer’s sales and inventory support replenishing products, affecting JAKKS Pacific’s orders and pricing pressure.
Read Walmart’s sales and inventory comments alongside any discussion of replenishment or pressure on supplier prices. Supported sales without excess inventory would make restocking more likely and provide support for JAKKS Pacific’s orders; weaker sales or heavy inventory could lead Walmart to order less or seek lower prices, and JAKKS has no customer commitments beyond outstanding product orders. The report helps show whether this major customer’s retail conditions point to replenishment or to order and pricing pressure.
